Van Hulzen Asset Management’s AGNC Investment AGNC Stock Holding History

Van Hulzen Asset Management’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$2.77K	–	334
2024 Q4	$2.77K	Buy	+300	New	+$2.93K	﹤0.01%	898

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Van Hulzen Asset Management's AGNC Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 300 shares — an estimated $2.77K sold.

Van Hulzen Asset Management first reported a position in AGNC in Q4 2024 and held it in 1 quarter. The position peaked at $2.77K in Q4 2024. 563 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

Van Hulzen Asset Management reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 300 AGNC Investment shares in Q1 2025, an estimated $2.77K.
Van Hulzen Asset Management first reported a position in AGNC Investment in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's AGNC Investment position peaked at $2.77K in Q4 2024.
563 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.